← All themes Artificial Intelligence

AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
51
Granahan Investment Management
Granahan Investment Management
Massachusetts
$95M +$22M 5 3.38% Increased
52
SM
Senvest Management
New York
$94M +$4.79M 1 3.65% Increased
53
Capital World Investors
Capital World Investors
California
$90.5M +$13.8M 2 0.02% Increased
54
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$89M +$2.51M 13 0.2% Increased
55
JP Morgan Chase
JP Morgan Chase
New York
$88.8M +$19.1M 32 0.01% Increased
56
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$85.8M -$813K 12 0.01% Reduced
57
KCMH
Keywise Capital Management (HK)
Hong Kong
$84.6M +$63.9M 1 14% Increased
58
Fidelity Investments
Fidelity Investments
Massachusetts
$81.1M +$4.21M 21 0.01% Increased
59
RG
Redmile Group
California
$80.5M $0 1 3.83% Maintained
60
Allspring Global Investments
Allspring Global Investments
North Carolina
$80.4M +$6.34M 16 0.14% Increased
61
NSGL
No Street GP LP
California
$79.8M -$25.1M 1 9.54% Reduced
62
KCM
Kensico Capital Management
Connecticut
$78.7M -$1.04M 1 3.34% Reduced
63
California Public Employees Retirement System
California Public Employees Retirement System
California
$78.7M +$12.1M 3 0.07% Increased
64
Credit Suisse
Credit Suisse
Switzerland
$77.9M +$2.25M 14 0.08% Increased
65
Bank of Montreal
Bank of Montreal
Ontario, Canada
$76.3M -$31.6M 9 0.03% Reduced
66
Millennium Management
Millennium Management
New York
$75.6M +$30.9M 27 0.04% Increased
67
SCM
Spyglass Capital Management
California
$75.2M -$19.9M 1 5.89% Reduced
68
Barclays
Barclays
United Kingdom
$74.2M -$15.5M 23 0.05% Reduced
69
Raymond James & Associates
Raymond James & Associates
Florida
$73.1M +$26.5M 13 0.06% Increased
70
PCM
Primavera Capital Management
Cayman Islands
$71.7M $0 1 8.86% Maintained
71
RC
RGM Capital
Florida
$69.2M +$1.38M 1 3.16% Increased
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$68.8M +$687K 23 0.08% Increased
73
AP
Adero Partners
California
$66.8M +$2.86M 2 6.44% Increased
74
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$66M +$11.5M 2 0.02% Increased
75
KC
Keenan Capital
California
$65.8M $0 1 11.61% Maintained
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